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Sponsor portfolioTH

NICOLET NATIONAL BANK

EIN 39-1990426-banking-Latest filing 2025
Plans
2
Retirement
1
$148.2M assets
Welfare
1
$792K premiums
Participants
2,182
111 NORTH WASHINGTON STREET - GREEN BAY, WI 54301920-617-8145nicoletbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$148.2M - 1,198 part#506Mixed-$792K - 1,329 lives

Benefits portfolio analytics

1 plan / $792K premiums / 1,329 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$738K
  • Life$624K
  • Short-term disability$624K
  • Long-term disability$624K
  • Vision$54K
Total $792K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • RELIASTAR LIFE INSURANCE COMPANY79%
  • UNITED HEALTHCARE INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • COMBINED INSURANCE COMPANY OF AMERICA2%
  • CURALINC HEALTHCARE2%
Total $792K5 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • SELERIX SYSTEMS INC47%
  • CUSTOM BENEFIT PROGRAMS INC32%
  • AON CONSULTING INC15%
  • FERNANDEZ, JOE6%
Total $72K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NICOLET NATIONAL BANK 401(K) PLAN

401k

Assets$148.2M
Participants1,198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

NICOLET NATIONAL BANK EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$792K
Covered lives1,329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NICOLET NATIONAL BANK 401(K) PLAN401k$148.2M1,1982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506NICOLET NATIONAL BANK EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$792K1,3292025
Retirement plans
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